Referral tracking
How a referral gets credited to you.
You can refer a client in three ways, and all of them are tracked automatically: through your personal tracked link, through your hosted partner page, or by adding the client directly in your portal.
Attribution
Attribution is recorded against the specific referral the moment it comes in, so it does not depend on your client remembering to mention your name when they apply. Once it is tracked, it stays tracked through matching, offers and funding.
Following a referral
Your partner portal shows live deal status for everything you have referred, so you can see where each client's request stands without having to ask them or us.
Tools by market
UK partners get access to tools such as scoring your whole client book against the public register and generating branded reports and advisory letters. US and platform partners get widgets, embeds and API access for integrating referrals directly into their own tools. Both get pre-qualification links, live deal status and a directory listing.
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